Plancentric Financial Group

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

6235 Carnegie Blvd, Charlotte, North Car...

Phone Number

(704) 442-4475

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Plancentric Financial Group

Plancentric Financial Group is a financial services company based in Charlotte, NC. They offer a range of financial planning and investment management services. Their intended clients include individuals and businesses seeking expert financial guidance. The firm focuses on helping clients achieve their financial goals through tailored strategies.Explore more
Plancentric Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Plancentric Financial Group Org Chart

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Mary Holdorf, Chief Operating Officer at Plancentric Financial Group
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plancentric Financial Gro...

<$5M
1-10
Private
-
2018
Mary Holdorf, Chief Operating Officer at Plancentric Financial Group
Mary HoldorfChief Operating Officer
<$5M
1-10
Private
-
2017
KR
Kelsey RobertsonDirector, Operations & Client Service
Illustration of an envelope

Plancentric Financial Group Tech Stack

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Frequently Asked Questions Regarding Plancentric Financial Group

What is Plancentric Financial Group's official website?
Plancentric Financial Group's official website is www.plancentricfinancial.com
What is Plancentric Financial Group's Revenue?
Plancentric Financial Group's revenue is <$5 Million
What is Plancentric Financial Group's SIC code?
Plancentric Financial Group's SIC: 62,628
What is Plancentric Financial Group's NAICS code?
Plancentric Financial Group's NAICS: 52,523
How many employees does Plancentric Financial Group have?
Plancentric Financial Group has 1-10 employees
What industry does Plancentric Financial Group belong to?
Plancentric Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Plancentric Financial Group competition?
Plancentric Financial Group top competitors include: Triangle Wealth Advisors
What technology does Plancentric Financial Group use?
Some of the popular technologies that Plancentric Financial Group uses are: YouTube, Cloudflare Security, Amazon CloudFront, Amazon S3
How do I contact Plancentric Financial Group?
Plancentric Financial Group contact info: Phone number: (704) 442-4475 Website: www.plancentricfinancial.com
What does Plancentric Financial Group do?

Plancentric Financial Group is a financial services company based in Charlotte, NC. They offer a range of financial planning and investment management services. Their intended clients include individuals and businesses seeking expert financial guidance. The firm focuses on helping clients achieve their financial goals through tailored strategies.... Read More

What are Plancentric Financial Group social media links?
Plancentric Financial Group Linkedin page Plancentric Financial Group Twitter page Plancentric Financial Group Facebook page
Is Plancentric Financial Group a public company?
Plancentric Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Plancentric Financial Group

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